Switching the system you use to run your business may seem daunting, but at PocketSuite, we make the onboarding process as quick and easy as possible! Our Imports Team is always ready to help you bring over data from other platforms.
Want us to do it all for you? Grab an Expedited Data Import FAST Feature. We take care of removing your data from your current platform and migrating it to PocketSuite - just sit back and relax! Or, add our exclusive White Glove Service to your PocketSuite subscription! We'll support you with all data imports, account setup, and workflow optimization throughout the year (on demand), along with priority support and a dedicated account management team.
If you want to get started on your own, follow the steps below:
Step 1: Setup Your PocketSuite Account
All you need is a phone number and 15 minutes to be up and running on PocketSuite!
- Download PocketSuite from the App Store or Google Play or you can signup online from your Desktop or tablet.
- Create a new PocketSuite account using your phone number.
- Schedule a Welcome Call with an expert on our Customer Success Team who will walk you through setting up your account and assist you with importing your client list, service list, appointments, and much more!
Step 2: Decide what you would like switched over
PocketSuite can help you import all of your business data so you never feel like you’re starting from scratch. Here you will find a list of the information we can import for you.
Step 3: Download your data from Gingr
PocketSuite offers many features designed to make your life easier and to grow your business. Below is a quick guide to how you can download your information. Then send them to PocketSuite at support@pocketsuite.io so that we can import them for you. Easy peasy!
- Client List: To export your clients from Gingr, click the drop-down menu next to the campaign and select download List. The file will be instantly downloaded to your device.
- Email Campaigns: Navigate to Left-hand Navigation: Owners & Pets » Marketing. Click on the Manage Campaign Templates button. Locate the campaign template you wish to export and click the dropdown menu next to its name. Click the Export button. Copy everything on the screen to your device's clipboard (i.e. ctrl+a & ctrl+c on Windows, cmd+a & cmd+c on Mac).
- Email History Log:Navigate to Left-hand Navigation: Admin » Reports & More » History, you will see a button for the Outgoing Email Log. This list contains all outgoing emails from your facility and can be filtered as needed.Select the "Export" button on the right to export an .xls file of the full Email Log. The .xls file includes the Subject, Sent Date/Time, To, and Status Columns.
You can find the Client List Import Template here and Service List Import Template here. Note: If you have a website where you list your services, just share your website address and we’ll pull your services into PocketSuite for you.
Step 4: Email PocketSuite and Start Booking Clients!
Once you’ve exported everything you need, send those CSV files along to support@pocketsuite.io where our imports team will upload the data to your account! Be sure to include your name and phone number and if you have any questions, you can reach out to the PocketSuite team directly through the app!
Not able to export some of your data? No problem! You can easily fill out one of our import templates and send it along to support@pocketsuite.io and we will add it to your account for you! Here is a list of our available templates below:
- Pricing Import Template
- Packages Import Template
- Package Prices Import Template
- Bookings Import Template
- Product Import Template
To import custom form(s) and contract(s), just email the document directly to support@pocketsuite.io. You can send a PDF, WordDoc, GoogleDoc, or a link to your form(s) and contract(s) online and we’ll import it into PocketSuite for you.
Your success is important to us and we find that fully onboarded Pros on average see a 30% increase in income. So give yourself a raise by scheduling a welcome call today and see the power of PocketSuite’s tools for yourself! We are excited to welcome you to the PocketSuite network and help you grow your business!